Value Investment Principals

Global Deep Value Stocks

Who We Are

Value Investment Principals is an independent, unique, value-added, in- depth investment research service used by institutional and accredited investors. Sandy Mehta, founder, identifies small to large-cap stocks that represent the classic Graham & Dodd tradition of “deep value” which are consistently contrary to conventional wisdom at the time they are published.

Why Value Investment Principals Research?

VIP’s Forté; Strong Alpha from net cash stocks by identifying stocks with great upside potential with limited downside risk

Value Investment Principals Research methodology includes:

Identifying companies with rock solid balance sheets: high net cash, surplus real estate, land, stakes in other listed companies, hard asset, etc. as a significant percentage of equity market cap
Achieving a thorough understanding of the financial statements; high dividend yields, low valuation multiples and strong free cash flows. The goal at this stage is to rigorously search around the world for stocks which are extraordinarly undervalued.
Conducting extensive primary research focusing on risk and reward. We believe such deep value stocks may offer superior risk- reward: valuation, dividends & balance sheet strength downside protection, and many of our ideas have multi bagger upside potential.
Emphasizing significant discounts to comparable companies or the overall equity market
Because the “deep value” is in undervalued stocks, we seek to unlock this value in ideas across sectors and countries. Many of our recommendations have the potential to become multi- baggers. With rigorous screening and a bottom-up approach we not only focus on momentum, we also bring attention to valuation.

What You Can Expect As A Client

The two comprehensive research products offered by Value Investment Principles:

Published Reports identifies and explains outstanding investment opportunities.
Access to Analysts: We do detailed Is/BS/CF statements and DCF’s on recommendations

Analyst Bios PDF Brochure Sample PDF Report Free 30 Day Trial

Sandy Mehta, CFA

Founding Principal & CIO

Sandy Mehta founded Value Investment Principals to provide unique, deep- value stocks research to institutional and accredited investors. Prior to founding Value Investment Principals, Sandy founded Acumen Capital Management in 2004. Acumen incubated a long- short pan Asia [ex- Japan] hedge fund with US$20 million in initial assets at launch, and successfully grew to over $200 million in both hedge fund and long- only assets. Prior to launching Acumen, Sandy was a Portfolio Manager of $3 billion in global and international core portfolios at Wellington Management Company in Boston. At Puntam Investments, Sandy was a Portfolio Manager of two 5- star rated funds- Putnam Global Equity Fund, which was a “flagship” product with $15 billion in mutual funds and separate account assets, and the $2 billion Putnam Capital Opportunities Fund.

Earlier in his career, Sandy worked for a Senior Analyst at Ariel Capital Management. Sandy has had the good fortune of working with some legendary value investors, including John W. Rogers Jr., Founder/ CEO of Ariel Capital (profiled in The New Money Masters, and regular FORBES columnist), Arnie SchneiderIII, Partner at Wellington Management and Founder/ CEO of Schneider Capital (profiled in Barron’s), and John Neff, Fund Manager for 31 years of the Windsor Fund (featured in Barron’s Roundtable, Money Masters of our Times, and author of John Neff on Investing).

Sandy has an MBA degree [Director’s List honors] from the Wharton School, a Master of International Management [with Honors] from the American Graduate School of International Management and a Bachelor of Commerce [Distinction and University Ranking] from Sydenham College, Mumbai. He attained the Charted Financial Analyst at the age of 25.

Vijay Lohia, CFA

Senior Equity Analyst

Vijay has research experience covering stocks in numerous markets sectors and countries across the world. Previously he worked with UBS Investment Bank covering Asian technology and Middle East real estate and construction. Prior to that he has worked with Zacks Investment Research tracking USA health care sector. Vijay holds the Chartered Financial Analyst designation and MS (Finance) from ICFAI University, ranking all- Indian highest grades in Economic Legislation and Financial Management. He received his Bachelor of Commerce degree at Calcutta University.

Mohit Khanna, CFP

Equity Analyst

Mohit has previously worked with Infosys focused on the banking and finance sectors. Mohit has varied experience in financial markets and has earned certificates in capital markets, derivatives, currency and commodities by the NSE stock and MCX Commodities Exchanges. He has also independently advised clients as a Associate Financial Planner. Mohit has a PGDFP from the International College of Financial Planning, and Bachelor of Commerce [ with Distinction] from Pune University.

Devina Bafna

Equity Analyst

Devina has experience in Equity Research across multiple sectors and countries throughout the world including Pharmaceuticals and Health Care, Banking and Financial Services, Airlines, Industrials, etc. She has worked with Creditpointe Services performing equity and credit analysis on several global sectors for clients such as Fidelity Investments. Prior to that, she has worked with USA- based Zacks Investments Research focusing on both initiating coverage as well as ongoing maintenance research of stocks globally. Devina has a Masters Degree in Finance from ICFAI University, clearing all the exams on the first attempt. She received her Bachelor of Commerce [ with Distinction] in Kolkata with No. 1 rank in Accountancy. She is presently a CFA level 3 candidate.

Sample PDF Report

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